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Costco

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M
Name Holding Trade Value Shares
Change
Shares
Change %
GWI
2801
Grace & White Inc
New York
$226K
ABP
2802
Arthur B. Page
$226K
HAFS
2803
Hapanowicz & Associates Financial Services
Pennsylvania
$226K
LFG
2804
Lockerman Financial Group
California
$226K
BCM
2805
Bridgeway Capital Management
Texas
$226K
PCM
2806
Pennsylvania Capital Management
Pennsylvania
$226K +$11.9K +21 +6%
KC
2807
Kades & Cheifetz
Pennsylvania
$226K +$226K +400 New
TSW
2808
Three Seasons Wealth
Utah
$225K +$225K +399 New
GC
2809
Gilbert & Cook
Iowa
$225K -$49.8K -88 -18%
HAS
2810
HBW Advisory Services
California
$225K +$225K +398 New
NRC
2811
New Republic Capital
North Carolina
$224K -$18.1K -32 -7%
SXL
2812
Summit X LLC
Missouri
$224K -$1.3M -2,299 -85%
RPGK
2813
Retirement Planning Group (Kansas)
Kansas
$223K -$5.66K -10 -2%
FS
2814
Ferguson Shapiro
Georgia
$223K
GWM
2815
GDS Wealth Management
Texas
$223K +$223K +394 New
MWP
2816
Meridian Wealth Partners
Pennsylvania
$222K +$5.09K +9 +2%
SR
2817
Syntax Research
Florida
$221K +$221K +392 New
APW
2818
Austin Private Wealth
Texas
$221K +$6.78K +12 +3%
SMG
2819
Smart Money Group
Texas
$221K +$221K +392 New
SPC
2820
Stewart & Patten Company
California
$221K
CCM
2821
Compass Capital Management
Minnesota
$220K
LW
2822
Libra Wealth
California
$220K
BWS
2823
Buck Wealth Strategies
Colorado
$220K +$61.6K +109 +39%
CFS
2824
CGC Financial Services
Oregon
$220K -$78.5K -139 -26%
MIAS
2825
Mason Investment Advisory Services
Virginia
$220K